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Depending on the request, the final step for a request manager is to finalise the evaluation and award the winners. The options at this point are:
360 automatically associates the winners with the buyer's organisation - see How to associate a provider with your organisation within the 360 buyers' portal. |
Step-by-step guide
To finalise a request:
Sign-in to https://360users.apetsoftware.com.au/ as a Request Manager
Find the request in the Requests → Closed list and open its Request Dashboard
From the Request Dashboard, select Actions → Finalise Request (award)
Select the Awardees (if any)
Select a Reason for the decision (such as Value for Money)
Enter the Winning Price
Enter Internal Comments - comments for internal reporting only
Optionally, select Lock Request to lock evaluation scores
Optionally, select Email Providers to use 360 notification service to send the outcome notifications
Enter External Comments if emailing providers
If appropriate for policy reasons (especially for category-based panel establishment requests):
Click Add Selected to Panels
Select the applicable Panels (noting that all of the selected providers will be added to all of the selected panels)
Click either:
Add as Associated Provider (to add them to the panels and associate the provider)
Add as Preferred Provider (to add them to the panels and associate the provider as a preferred provider)
Click Back
Click Award Request
At this point, the request moves out of the For Evaluation list on the buyers' portal and out of the Favourites list on the providers' portal.
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If award approval is necessary (ADCOM extension), an approval workflow must be completed, requiring approval and the approver signing in to approve. If no awardees are selected, there is an option to send a commiseration email to all respondents. To view the email templates, visit the Settings → Email Templates page. |
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